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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,682 |
STAHL & ASSOCIATES1+ years Service code 49 · EIN 59-2273547 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,026 | $63,924-40.5% | $108,582-65.0% | $55,167-31.1% |
| Participation rate | 85.0% | 74.3%+10.6pp | 79.6%+5.4pp | 69.0%+16.0pp |
| Annual return | 12.94% | 15.31%-2.4pp | -51.70%+64.6pp | 169.23%-156.3pp |
| Employer contribution / active EE | $1,191 | $1,879-36.6% | $3,758-68.3% | $1,963-39.3% |
| Participant deferral / active EE | $1,094 | $3,067-64.3% | $4,311-74.6% | $3,054-64.2% |
| Admin fee / account holder | $9 | $618-98.5% | $7,645-99.9% | $504-98.1% |